How to deactivate a module

Modules are a powerful feature that enable you to segment your tasks into custom categories. After setting up the initial list of modules, each new project will contain a pool of those default modules that are available for tasks. As the project progresses, and more tasks are assigned, having them categorized by module makes for […]

Adding time to a task on a milestone

If you manage a lot of tasks across multiple projects and milestones it is important to find the right task when adding time. Here are a few tips on how to quickly locate a task that belongs to a milestone and add time to it. Add time from the milestones tab The milestones tab has […]

How to activate a person

Activating a new person on your team Once you’ve created an account for a person on your team to log in, Intervals will immediately email them instructions on how to set up their username and password. Their account login will be active as soon as they complete this final step. If they are a manager […]

Can I copy my weekly timesheet?

Intervals features a weekly timesheet for each person on your account. All weekly project and task time is listed on this page, where it can be reviewed and edited. There is also an option to copy individual time entries. However, the weekly timesheet cannot be copied in it’s entirety. If there is a need to […]

Swagger and the Intervals API

Swagger provides a set of tools for implementing APIs that adhere to the OpenAPI specification. In addition to providing easy-to-read documentation for the Intervals API spec, Swagger’s tools can build API client libraries using the programming language of your choice. Let Swagger lay the groundwork, so you can focus more on building custom integrations to interact with […]

Can I send documents to clients?

This is a common question that our customers will bring up when adding their team and clients to their Intervals account. The answer is no, Intervals does not have any features that allow you to send documents to your clients, or team, via email. The reason is one of security — documents can only be […]

How to archive several projects at once

When a project is completed its best to archive it by setting its status to inactive. By doing this the project will not be counted against your monthly project limit, and, this hides it so that you can focus on currently active projects. If you have several projects that need to be archived at once, […]

How to manage email notification preferences

Intervals will automatically notify people when certain events occur, for example, when updating a task or uploading a document. By default, each person with a login will be opted in to these email notifications. If you would like to turn some off, click on My Email Preferences, which can be found in the menu under […]

Can I assign a work type to a person?

When a project is created the default list of work types will be copied to its Estimated Work & Rates section. After removing any unnecessary work types and adding any custom ones, this list becomes the pool of work types that will be available to anyone adding time to that project. However, there is not […]

How to submit your timesheet for approval

When you submit your timesheet for approval you are notifying the administrators of your account that your time for the week is ready to be reviewed and approved. Once it’s been approved by an administrator you will no longer be able to add or edit time for that week. Therefore, it’s important to review your […]

How to log out of your account

Logging out will end your current session and prevent anyone else from using that device to access your account. We recommend logging out of your account when using a public computer, or if other people have access to your personal computer. To log out of your Intervals account, mouse over your profile picture and name […]

Keeping notes in the scratchpad

The scratchpad is one of the lesser known Intervals features. However, it’s also one of the most useful for keeping general day-to-day notes. It’s essentially a notepad that’s available from any page within your account, and can be used for just about anything you want to jot down. Keep track of your daily to dos, […]

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